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Pinnacle Wealth Planning Services’s Rocky Brands RCKY Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio RCKY Stock Details RCKY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-541
Closed -$15K – 1578
2020
Q4 		$15K Buy
+541
New +$15.4K ﹤0.01% 1267

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LSV Asset Management
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Pinnacle Wealth Planning Services's RCKY Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Rocky Brands (RCKY) in Q1 2021, closing a stake of 541 shares — an estimated $15K sold.

Pinnacle Wealth Planning Services first reported a position in RCKY in Q4 2020 and held it in 1 quarter. The position peaked at $15K in Q4 2020. 111 funds tracked by Wall St. Rank hold RCKY as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Rocky Brands position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 541 Rocky Brands shares in Q1 2021, an estimated $15K.
  • Pinnacle Wealth Planning Services first reported a position in Rocky Brands in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Rocky Brands position peaked at $15K in Q4 2020.
  • 111 funds tracked by Wall St. Rank held Rocky Brands as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.